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Mark Sheptoff Financial Planning’s NiSource NI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.75K Hold
100
– – ﹤0.01% 451
2026
Q1 		$4.82K Buy
+100
New +$4.5K ﹤0.01% 441
2025
Q4 		– Sell
-6,050
Closed -$262K – 521
2025
Q3 		$262K Buy
6,050
+300
+5% +$12.4K 0.13% 95
2025
Q2 		$232K Buy
5,750
+250
+5% +$9.8K 0.12% 90
2025
Q1 		$220K Buy
5,500
+100
+2% +$3.85K 0.12% 84
2024
Q4 		$199K Hold
5,400
– – 0.11% 92
2024
Q3 		$187K Buy
+5,400
New +$172K 0.1% 96

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mark Sheptoff Financial Planning's NI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its NiSource (NI) position steady in Q2 2026 at 100 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Mark Sheptoff Financial Planning first reported a position in NI in Q3 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 915 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of NiSource worth $4.75K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its NiSource share count unchanged in Q2 2026.
  • NiSource made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #451 holding.
  • Mark Sheptoff Financial Planning first reported a position in NiSource in Q3 2024 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's NiSource position peaked at $262K in Q3 2025.
  • 915 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.